Job Abstract

Wye River Insurance is a specialized real estate and construction insurance advisory and brokerage with a focus on providing consultative insurance services to real estate owners, operators, developers, property managers, equity partners and lenders, and construction companies and subcontractors of all tiers.

Wye River is an affiliate of The Bozzuto Group.

The Insurance Sales Executive - Team Leader will be primarily responsible for producing new Wye River Insurance (WRI) advisory clientele and promoting their consulting service solutions for commercial lines accounts. They will be responsible for new revenue generation and training employees on sales and executive services. This role will develop a sales and service platform with onboarding and training tracks. This role requires proficiency with HubSpot, EPIC, and will service a book of business with a junior client executive.

As an Insurance Sales Producer, your primary responsibilities include:

• Make prospecting calls to identify business needs and propose company products and services with a focus on commercial lines, subcontractors and operators.
• Cross Sell new business opportunities with Personal Lines. Ability to work with all associates at WRI to engage new clients and prospects.
• Collaborate with Account Managers to complete pre-underwriting, information gathering, submissions, coverage analysis, and proposal presentations.
• Obtain information for quotations and market account to various insurance carriers with assistance of support staff.
• Responsible for maintaining excellent relationships with carrier underwriters, assisting the Account Manager and Client Executive with the creation of submissions to the marketplace and negotiating terms and conditions on quotes.
• Review and edit new business and renewal proposals for the Client Executives.
• Make follow up calls on insureds to ensure client satisfaction with insurance program and to assess needs with purpose of marketing all lines of commercial insurance for acquisition of new business as well as the retention of renewals.
• Assist in the analysis of line of business and insurance company production trends and assist with state of the markets reports.
• Effectively build relationships with insurance company underwriters and insureds through a pattern of professional company visitations, and negotiations. And where appropriate facilitate carrier meetings with insured or prospects.
• Attend loss control surveys for clients.
• Maintain prospects, new, and renewal business in the agency management system and CRM database to allow for proper analysis of trends when gaining or losing business; work with executive management to continually analyze and strengthen areas of opportunity.

• BA/BS degree in business or marketing preferred or relevant work experience.
• Experience cold calling and getting first appointments with a proven track record of success in high activity sales model with clear examples of results
• Experience with a CRM Database, specifically Salesforce, is highly preferred.
• Must be a good listener and have a strong work ethic.
• Analytical with solution driven problem-solving skills.
• Must be detail-oriented, with the ability to plan, manage and oversee a book of business.
• Demonstrates considerable tact, diplomacy, discretion and judgment with ability to build and maintain effective interpersonal relationships.